What a good installer enquiry looks like

An installer reading a new enquiry has one decision to make: call back, book a survey, or pass. A good enquiry makes that decision quick. A poor one means a phone call just to find out the basics. This article sets out what a useful enquiry contains and why each detail matters.
What the installer is trying to decide
Before they spend time on a call or a survey, they want to know three things. Is this the kind of job we do? Is it in our area? Is the customer ready enough to justify a visit?
The details that help most
- Property and location. The full postcode, the type of property (house, rural property or commercial site) and how many people use it.
- The current system. What is there now (septic tank, cesspit, older treatment plant, or nothing), roughly how old it is and what is wrong with it.
- The reason for the enquiry. A failed inspection, a property sale, a repair that cannot wait, or early planning for a new build.
- Site conditions. Vehicle access, how much open land there is, whether there is a ditch or watercourse nearby, and whether the ground is often wet.
- Timing. When the customer needs the work finished, and whether there is a fixed date such as a completion.
- Contact details. A phone number and the best time to call.
- Any estimate the customer has seen. If it was provisional, it should say so.
Call back, book a survey or pass
Each detail points towards one of three outcomes.
- Call back when most details are there but a few questions are open, such as access or where the discharge goes.
- Book a survey when the job fits and the customer is ready. The installer still needs to see the site, but the visit has a clear purpose.
- Pass when the job is outside the installer’s area or the type of work they take. A clear enquiry lets them say no quickly, so the customer can be referred on sooner.
A good example enquiry (fictional)
This example is fictional. It is written to show what a useful enquiry can look like. It does not describe a real customer, a real property or a real result.
- Location: Example postcode area, open countryside. Detached three-bedroom house, four people.
- Current system: Septic tank installed around 2005. The customer reports that it discharges to a ditch at the edge of the property.
- Reason: A buyer’s survey flagged the discharge. The sale is due to complete in about ten weeks.
- Site: Gravel drive wide enough for a van. Back lawn of roughly 20 metres by 15. Ground is often wet in winter. No known boundary disputes.
- Timing: Work needs to be finished before completion.
- Contact: Mobile number, best after 5pm.
- Estimate seen: Yes. A provisional range, marked as provisional.
The installer has enough information to make a focused first call. They can confirm the discharge route, access and timing before deciding whether a survey is worthwhile.
Missing details are useful too
A blank field tells the installer nothing. “Not known” or “customer unsure” tells them what to ask. Where a supplier uses a standard set of enquiry questions, every installer in the network sees the same fields in the same order, which makes enquiries quicker to read and compare.